See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,484 | $106,890+100.7% | $84,015+155.3% | $152,861+40.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 20.03% | 104.99%-85.0pp | 71.31%-51.3pp | 345.32%-325.3pp |
| Employer contribution / active EE | $10,041 | $2,734+267.2% | $1,983+406.2% | $4,762+110.8% |
| Participant deferral / active EE | $4,473 | $4,011+11.5% | $3,239+38.1% | $5,850-23.5% |
| Admin fee / account holder | $263 | $8,285-96.8% | $6,101-95.7% | $11,596-97.7% |